CUNA Using Tax Returns to Qualify a Loan eSchool

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CUNA Using Tax Returns to Qualify a Loan eSchool
Topics and Schedule

Please note that the Topics/Objectives listed below are subject to change.

Class 1: February 6, 2008
Introduction: Form 1040 and Schedules A & B
Understand wage incomes, taxable interest income, tax exempt interest income, dividend income, divorce income, retirement income, unemployment, and a variety of other incomes Identify the difference between certain allowed deductions that may or may not impact the borrower's ability to pay you back

Class 2: February 13, 2008
Schedules C & D, and Forms 6252 & 4797
Learn about depreciation, depletion, and amortization in reference to Schedule C and self-employment income from a sole proprietorship Understand what real expenses may not have been allowed for tax purposes but that reduced your borrower's ability to repay, such as home office expenses Identify if income earned from the sale of stocks or other property should be included as qualifying income

Class 3: February 20, 2008
Schedules E & F, Form K-1 for Partnerships, and Form S for Corporations
Learn how to determine how much a borrower is truly earning from a rental property or royalty Find the most useful information from a Partnership or S Corporation income or loss Briefly delve into Schedule F, farm income, and discern how much real cash flow is coming in

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CUNA Using Tax Returns to Qualify a Loan eSchoolTopics and Schedule

CUNA Using Tax Returns to Qualify a Loan eSchool
Topics and Schedule